Kaitlyn Pugh in

Kaitlyn Pugh

Planning Consultant at Fidelity Investments
📍 San Antonio, Texas, United States

Kaitlyn Pugh is a Planning Consultant at Fidelity Investments in San Antonio. A graduate of Tarleton State University, she is a licensed professional holding Series 7, 63, and 66 certifications. She has built her career within Fidelity, progressing from a Financial Representative to her current role.

Beyond her career in finance, Kaitlyn has shown an interest in creative fields, including the recording, radio, film, and culinary arts industries. This suggests an appreciation for creative and media-related pursuits outside of her professional work.

Kaitlyn has spent her entire professional career advancing within a single company, Fidelity Investments.

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Experience
2 Years
Current Role
Planning Consultant
Job Level
Junior
Location
San Antonio, Texas, United States
Personality Overview
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Priorities

Topics Kaitlyn cares about

Financial Planning
Her current role as a Planning Consultant focuses on advising clients on their financial goals and strategies.
Investment Services
Her experience as a Financial Representative and Relationship Manager demonstrates a strong background in investment products and client services.
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Career

Work history

7-2025
Planning Consultant
Fidelity Investments
12-2023 - 6-2025
Relationship Manager
Fidelity Investments
1-2023 - 12-2023
Financial Representative
Fidelity Investments
In the press

Media appearances

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Education
8-2017 - 5-2021
Bachelor's degree
Tarleton State University
Social presence
in

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